At Holtby & Associates Wealth Management Services, we align affluent families with the necessary resources and expertise to manage family affairs in an integrated manner. Our family office offers a comprehensive range of wealth management strategies tailored for the families we work with, helping simplify their lives.
Whatever your goals may be, the process all begins with you. After learning about your family's current situation and future aspirations, our team works in sync with your existing network of professionals or our internal partners to develop a personalized plan to manage your family's wealth with an efficient and disciplined approach.
We aim to provide our client families with the confidence of knowing that their financial affairs are being managed professionally, that they have clarity and a game plan for the future, and that they have a trusted team dedicated to understanding how the many pieces of their lives fit together. Our services extend beyond traditional borders.